I'm also experimenting with local llm models to parse files and statement and call the app tools to feed data.
In a year when I consolidated a bunch of accounts, I’ve found essentially no program regardless of off or online that’s able to build a global view.
It’s a pretty classic data problem—-heterogeneous data sources, entity resolution, etc. Should be amenable to a ml solution.
https://www.google.com/search?q=site%3Awealthfolio.app+map+p...
Would be happy to contribute profiles.
In a year when I consolidated a bunch of accounts, I’ve found essentially no program regardless of off or online that’s able to build a global view.
It’s a pretty classic data problem—-heterogeneous data sources, entity resolution, etc. Should be amenable to a ml solution.